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Baldwin Wealth Partners’s Essential Utilities WTRG Stock Holding History

Baldwin Wealth Partners’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-500
Closed -$20K – 519
2017
Q4 		$20K Hold
500
– – ﹤0.01% 377
2017
Q3 		$17K Hold
500
– – ﹤0.01% 389
2017
Q2 		$17K Hold
500
– – ﹤0.01% 390
2017
Q1 		$16K Hold
500
– – ﹤0.01% 386
2016
Q4 		$15K Hold
500
– – ﹤0.01% 398
2016
Q3 		$15K Buy
+500
New +$16.2K ﹤0.01% 413

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldwin Wealth Partners's WTRG Position: Q1 2018 in Review

Baldwin Wealth Partners sold out of Essential Utilities (WTRG) in Q1 2018, closing a stake of 500 shares — an estimated $20K sold.

Baldwin Wealth Partners first reported a position in WTRG in Q3 2016 and held it in 6 quarters. The position peaked at $20K in Q4 2017. 480 funds tracked by Wall St. Rank hold WTRG as of Q1 2018.

  • Baldwin Wealth Partners reported no remaining Essential Utilities position as of Q1 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 500 Essential Utilities shares in Q1 2018, an estimated $20K.
  • Baldwin Wealth Partners first reported a position in Essential Utilities in Q3 2016 and held it in 6 quarters.
  • Baldwin Wealth Partners's Essential Utilities position peaked at $20K in Q4 2017.
  • 480 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2018.

Based on Baldwin Wealth Partners's 13F filing for Q1 2018, filed 16 Apr 2018.